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L.J. Altfest & Co’s Houlihan Lokey HLI Stock Holding History

L.J. Altfest & Co’s Portfolio HLI Stock Details HLI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q3 		– Sell
-6,952
Closed -$387K – 238
2020
Q2 		$387K Buy
+6,952
New +$405K 0.11% 135

Other funds holding HLI

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return
VBA
Van Berkom & Associates Montreal, Quebec, Canada $3.08B AUM 12.07% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
BAM
Burgundy Asset Management Toronto, Ontario, Canada $10.6B AUM 13.39% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
FMI
Fiduciary Management Inc Milwaukee, Wisconsin $8.06B AUM 6.78% 1-Year Est. Return

L.J. Altfest & Co's HLI Position: Q3 2020 in Review

L.J. Altfest & Co sold out of Houlihan Lokey (HLI) in Q3 2020, closing a stake of 6,952 shares — an estimated $387K sold.

L.J. Altfest & Co first reported a position in HLI in Q2 2020 and held it in 1 quarter. The position peaked at $387K in Q2 2020. 258 funds tracked by Wall St. Rank hold HLI as of Q3 2020.

  • L.J. Altfest & Co reported no remaining Houlihan Lokey position as of Q3 2020 after selling out during the quarter.
  • L.J. Altfest & Co sold 6,952 Houlihan Lokey shares in Q3 2020, an estimated $387K.
  • L.J. Altfest & Co first reported a position in Houlihan Lokey in Q2 2020 and held it in 1 quarter.
  • L.J. Altfest & Co's Houlihan Lokey position peaked at $387K in Q2 2020.
  • 258 funds tracked by Wall St. Rank held Houlihan Lokey as of Q3 2020.

Based on L.J. Altfest & Co's 13F filing for Q3 2020, filed 29 Oct 2020.